BT Wealth Management LLC

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Assets, Funds, Holdings

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BT Wealth Management LLC
CRD #147729
SEC #801-69372
CIK #
AUM $923.8 MM (96% Disc, 100% US)
Employees17 (71% Investors, 0% Brokers)
Phone770-635-5000
AddressRiverwood 200
Atlanta, GA 30339
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other BT Opportunity Fund II LP 2018-01-09external
38.8
39.5
Other BT Opportunity Fund LP 2016-02-09external
87.1
87.3
Other Vendor Assistance Fund LP 2015-03-31external
124.2
18.7
Other BT Select Fund I LP
8.0
View All
Fund Directors # Filings # Firms 2011-2019
Patrick Kassen 20 4
Thomas Heneghan 9 2
Samuel Zell 2 2
Scott Craig 2 1
BT Funds Group LLC 2 1
BT Wealth Management LLC 2 1
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